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We provide investment banking, research, sales and trading, asset and wealth management, public finance, insurance, private capital, and family office services.
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We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.
Investment Banking
Each client, and each investment banking transaction, is unique. However, we bring a wealth of experience and depth of expertise to all assignments, delivering consistently insightful perspectives coupled with strong execution.
$189 Million
09/01/2026
Energy & Clean Energy Transition
Complete
08/31/2026
Diversified Industrials & Services
Complete
$42.5 Million
08/24/2026
Specialty Finance
Complete
$2.2 Billion
07/28/2026
Energy & Clean Energy Transition
Pending
M&A Advisory
Has Been Acquired By
M&A Advisory
Has Been Acquired By
M&A Advisory
New England Seafood International
Financial Advisor
Private Companies
10/02/2026
Learn MoreM&A Advisory
A Portfolio Company Of
Has Been Sold To
M&A Advisory
Has Agreed To Merge With
M&A Advisory
Has Agreed To Acquire
M&A Advisory
Has Been Acquired By
$189 Million
M&A Advisory
Northern Delaware Basin Landfill
SELL-SIDE ADVISOR
Private Companies
Family Office Advisory
M&A Advisory
Has Been Acquired By
Debt Capital Markets
Senior Secured Credit Facility
$42.5 Million
Debt Capital Markets
CarePayment Technologies
Financial Advisor
Private Companies
Debt Capital Markets
Asset-backed Credit Facility
$250 Million
M&A Advisory
A Portfolio Company Of
Has Been Acquired By
M&A Advisory
Castle Trust Bank
Sell-Side Advisor
Financial Sponsors
Private Companies
08/03/2026
Learn MoreM&A Advisory
Sponsored A Transaction To Combine Assets Of
To Form
$2.2 Billion
M&A Advisory
SoftVest, L.P.
Financial Advisor
Private Companies
Public Companies
M&A Advisory
Has Acquired
M&A Advisory
InterVest capital partners
Financial Advisor
Private Companies
Financial Sponsors
07/27/2026
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